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Lance Matthew Bryan

Cary Street Partners

Charlotte, NC

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Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2023-10-27
  • NC RA
    APPROVED
    Since 2023-10-27

Branch Locations

2820 Selwyn Avenue Suite 525, Charlotte, NC 28209 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Neuberger Berman, Llc Los Angeles CA 03/2005 11/2017
Matrix Private Capital Group New York NY 11/2017 10/2023
Cary Street Partners Investment Advisory Llc Charlotte NC 10/2023 Present
  • 03/2005 → 11/2017
    Neuberger Berman, Llc
    Los Angeles, CA
  • 11/2017 → 10/2023
    Matrix Private Capital Group
    New York, NY
  • 10/2023 → Present
    Cary Street Partners Investment Advisory Llc
    Charlotte, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-11
  • S66 Uniform Combined State Law Examination
    2002-11-11

View on SEC IAPD

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